Connect Tally and Teambook to Build Intelligent Automations
Choose a Trigger
When this happens...
New Form Submission
Choose an Action
Automatically do this!
Create User
List Project
List Users
List Actual Log
List Task
List Team
List User Capacity
List Project Capacity
Ready to use Tally and Teambook automations
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- Send for Approval acceptCreate Entry of expensesAdd Step
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Form Submission
Triggers when a new form submission is received in Tally.so.
New Project
Triggers when a new project is created.
New User
Do thisActions
Action is the task that follows automatically within your Tally integrations.
Retrieve all forms
Retrieve a list of forms
Retrieve a form blocks by ID
Retrieve a form by ID
Update dropdown or checkbox in exisiting form
Make your tally.so form dynamic by updating values in dropdown or checkbox
Create User
Create a teambook user.
List Project
List all projects.
List Users
List all users.
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Frequently Asked Questions
To start, connect both your Tally and Teambook accounts to viaSocket. Once connected, you can set up a workflow where an event in Tally triggers actions in Teambook (or vice versa).
Absolutely. You can customize how Tally data is recorded in Teambook. This includes choosing which data fields go into which fields of Teambook, setting up custom formats, and filtering out unwanted information.
The data sync between Tally and Teambook typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Tally and Teambook. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Tally
Tally.so is a versatile form-building platform that allows users to create forms quickly and efficiently without any coding knowledge. It offers a user-friendly interface and a variety of customization options to suit different needs, making it ideal for businesses, educators, and individuals looking to gather information seamlessly.
Learn MoreAbout Teambook
TeamBook is an easy-to-use app that helps your team collaborate, manage projects, and stay organized. Perfect for remote or in-office teams, TeamBook makes teamwork simple and effective.
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